Elser Financial Planning’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-461
Closed -$422K 70
2024
Q4
$422K Buy
+461
New +$422K 0.03% 67
2024
Q3
Sell
-429
Closed -$365K 69
2024
Q2
$365K Buy
+429
New +$365K 0.06% 70